- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27151 Cr | ₹20107 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 487.73% |
| Expense Ratio | 1.06 | 1.08 |
| Manager | Deepak Gupta | Sailesh Jain |
| ISIN Code | INF205K01122 | INF277K015Q7 |
| Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.51% | 0.48% |
| 6 Month | 2.89% | 2.77% |
| 1 Year | 6.43% | 6.33% |
| 3 Year | 7.17% | 7.01% |
| 5 Year | 5.94% | 5.69% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.43% | 1.34% |
| 1 Year | 5.99% | 5.83% |
| 3 Year | 6.83% | 6.71% |
| 5 Year | 6.61% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.5% | 5.87% |
| 3 Year | 6.13% | 5.01% |
| 5 Year | 6.66% | 5.41% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.36% |
| Sharp | 2.74% | 0.93% |
| Beta | 0.47% | - |
| Alpha | 0.52% | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Gupta | Sailesh Jain |
| Total AUM | ₹12015 Cr | ₹17041 Cr |
| Funds Managed | 2 | 7 |
| Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 21.44 | 29.5 |
| Large Cap | 47.73 | 43.07 |
| Mid Cap | 24.67 | 22.81 |
| Small Cap | 6.17 | 4.63 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.6 | 26.72 |
| Energy | 5.08 | 5.88 |
| Industrials | 8.47 | 6.39 |
| Technology | 4.29 | 3.43 |
| Basic Materials | 7.36 | 8.43 |
| Healthcare | 4.1 | 3.28 |
| Consumer Defensive | 4.52 | 6.49 |
| Financial Services | 28.77 | 25.25 |
| Consumer Cyclical | 8.45 | 5.08 |
| Real Estate | 1.76 | 2.56 |
| Utilities | 2.9 | 3.37 |
| Communication Services | 3.7 | 3.12 |
Top Comparisons
Kotak Gold Fund Growth
3Y Returns31.83%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.88%
DSP Bond Fund - Growth
3Y Returns7.53%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.02%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.92%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.59%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.11%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.4%
